OFG
OmniStar Financial Group’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
38,055
+1,756
| +5% | +$161K | 2.62% | 6 |
|
|
2025
Q1 | $3.34M | Buy |
36,299
+30,036
| +480% | +$2.77M | 2.64% | 5 |
|
|
2024
Q4 | $516K | Buy |
6,263
+3,100
| +98% | +$255K | 0.41% | 78 |
|
|
2024
Q3 | $285K | Buy |
3,163
+12
| +0.4% | +$1.08K | 0.21% | 116 |
|
|
2024
Q2 | $244K | Hold |
3,151
| – | – | 0.22% | 109 |
|
|
2024
Q1 | $226K | Hold |
3,151
| – | – | 0.21% | 110 |
|
|
2023
Q4 | $221K | Sell |
3,151
-200
| -6% | -$14K | 0.28% | 82 |
|
|
2023
Q3 | $217K | Hold |
3,351
| – | – | 0.26% | 87 |
|
|
2023
Q2 | $235K | Hold |
3,351
| – | – | 0.28% | 82 |
|
|
2023
Q1 | $233K | Hold |
3,351
| – | – | 0.3% | 83 |
|
|
2022
Q4 | $239K | Hold |
3,351
| – | – | 0.27% | 95 |
|
|
2022
Q3 | $227K | Hold |
3,351
| – | – | 0.27% | 98 |
|
|
2022
Q2 | $238K | Sell |
3,351
-23
| -0.7% | -$1.63K | 0.26% | 100 |
|
|
2022
Q1 | $244K | Buy |
3,374
+1
| +0% | +$72 | 0.24% | 102 |
|
|
2021
Q4 | $231K | Hold |
3,373
| – | – | 0.24% | 107 |
|
|
2021
Q3 | $209K | Buy |
+3,373
| New | +$209K | 0.25% | 106 |
|